Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 2024

Kingswood Wealth Advisors, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $867 Billion distributed in 618 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $43.1B, Microsoft Corp with a value of $34.9B, Nvidia Corp with a value of $29.7B, Amazon Com Inc with a value of $20B, and Spdr S&P 500 ETF Trust with a value of $19.8B.

Examining the 13F form we can see an decrease of $15.2B in the current position value, from $882B to 867B.

Kingswood Wealth Advisors, LLC is based out at San Diego, CA

Below you can find more details about Kingswood Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $867 Billion
ETFs: $227 Billion
Technology: $186 Billion
Financial Services: $78.5 Billion
Healthcare: $66.9 Billion
Industrials: $61.9 Billion
Consumer Cyclical: $54 Billion
Communication Services: $48 Billion
Consumer Defensive: $30.9 Billion
Other: $80 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$43.1 Billion 4.97% of portfolio
251,106
Q1 2024 Reduced 7.93%
$3.33T
$34.9 Billion 4.03% of portfolio
82,992
Q1 2024 Reduced 12.87%
$308B
$29.7 Billion 3.43% of portfolio
32,921
Q1 2024 Reduced 15.36%
$1.97T
$20 Billion 2.3% of portfolio
110,611
Q1 2024 Reduced 17.7%
$0
$19.8 Billion 2.29% of portfolio
37,947
Q1 2024 Reduced 35.53%
$36.9B
$18.7 Billion 2.16% of portfolio
296,220
Q1 2024 Reduced 43.47%
$1.13T
$13.8 Billion 1.59% of portfolio
28,335
Q1 2024 Added 1.11%
$1.12T
$10.7 Billion 1.23% of portfolio
70,076
Q1 2024 Reduced 12.41%
$0
$9.82 Billion 1.13% of portfolio
22,113
Q1 2024 Reduced 26.7%
$1.09T
$9.43 Billion 1.09% of portfolio
62,458
Q1 2024 Reduced 11.03%
$0
$9.22 Billion 1.06% of portfolio
17,546
Q1 2024 Added 7.34%
$12.9B
$7.39 Billion 0.85% of portfolio
4,333
Q1 2024 Added 115.36%
2 X Bitcoin Strategy Exchange Traded Fund
-
$7.2 Billion 0.83% of portfolio
-
Q1 2024 Added 554.33%
$476B
$7.15 Billion 0.82% of portfolio
14,456
Q1 2024 Reduced 8.1%
$429B
$7.14 Billion 0.82% of portfolio
25,583
Q1 2024 Reduced 3.92%
$860B
$7.02 Billion 0.81% of portfolio
9,021
Q1 2024 Reduced 8.62%
$593B
$6.92 Billion 0.8% of portfolio
34,526
Q1 2024 Reduced 17.44%
$625B
$6.35 Billion 0.73% of portfolio
36,096
Q1 2024 Reduced 30.61%
$174B
$6.1 Billion 0.7% of portfolio
34,727
Q1 2024 Reduced 8.09%
$650B
$5.56 Billion 0.64% of portfolio
4,198
Q1 2024 Reduced 21.61%
$480B
$5.29 Billion 0.61% of portfolio
45,531
Q1 2024 Added 17.33%
$314B
$4.98 Billion 0.57% of portfolio
37,714
Q1 2024 Reduced 23.7%
$300B
$4.94 Billion 0.57% of portfolio
8,139
Q1 2024 Reduced 28.9%
$176B
$4.93 Billion 0.57% of portfolio
13,453
Q1 2024 Reduced 27.85%
Grayscale Ethereum Tr Et
-
$4.82 Billion 0.56% of portfolio
-
Q1 2024 Reduced 8.57%
$104B
$4.87 Billion 0.56% of portfolio
37,384
Q1 2024 Reduced 7.24%
$139B
$4.68 Billion 0.54% of portfolio
73,279
Q1 2024 Reduced 26.1%
$130B
$4.63 Billion 0.53% of portfolio
8,923
Q1 2024 Reduced 20.64%
Fidelity Wise Origin
-
$4.54 Billion 0.52% of portfolio
-
Q1 2024 New
$0
$4.3 Billion 0.5% of portfolio
46,408
Q1 2024 New
$0
$4.23 Billion 0.49% of portfolio
73,183
Q1 2024 Reduced 11.45%
$257B
$4.27 Billion 0.49% of portfolio
14,187
Q1 2024 Reduced 13.81%
$376B
$4.19 Billion 0.48% of portfolio
5,712
Q1 2024 Reduced 20.19%
$352B
$4.2 Billion 0.48% of portfolio
10,955
Q1 2024 Reduced 14.17%
$0
$4.2 Billion 0.48% of portfolio
50,196
Q1 2024 Reduced 16.45%
$154B
$4.11 Billion 0.47% of portfolio
9,835
Q1 2024 Reduced 8.2%
$421B
$4.11 Billion 0.47% of portfolio
8,533
Q1 2024 Reduced 3.02%
Ishares Bitcoin Exchange Traded Fund
-
$3.98 Billion 0.46% of portfolio
-
Q1 2024 New
$177B
$3.88 Billion 0.45% of portfolio
22,276
Q1 2024 Reduced 29.87%
$0
$3.7 Billion 0.43% of portfolio
41,330
Q1 2024 Added 2.07%
$0
$3.66 Billion 0.42% of portfolio
42,744
Q1 2024 Added 4.24%
$148B
$3.62 Billion 0.42% of portfolio
37,067
Q1 2024 Reduced 13.82%
$0
$3.67 Billion 0.42% of portfolio
47,329
Q1 2024 Reduced 13.7%
$382B
$3.53 Billion 0.41% of portfolio
22,330
Q1 2024 Reduced 1.42%
$0
$3.58 Billion 0.41% of portfolio
19,117
Q1 2024 Reduced 2.81%
$0
$3.51 Billion 0.41% of portfolio
15,374
Q1 2024 Reduced 31.31%
Grayscale Litecoin Trust
-
$3.49 Billion 0.4% of portfolio
-
Q1 2024 Reduced 34.91%
$306B
$3.48 Billion 0.4% of portfolio
22,079
Q1 2024 Added 63.28%
$303B
$3.5 Billion 0.4% of portfolio
19,232
Q1 2024 Added 1.45%

Summary

  • Portfolio
  • No. of Stocks 618
  • Current Value $867 Billion
  • Prior Value $882 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 90 stocks
  • Additional Purchases 150 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 349 stocks
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